DIP
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DT Investment Partners’s Evergy EVRG Stock Holding History

DT Investment Partners’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.2K Hold
600
– – ﹤0.01% 246
2025
Q4 		$43.5K Hold
600
– – ﹤0.01% 262
2025
Q3 		$45.6K Hold
600
– – ﹤0.01% 245
2025
Q2 		$41.4K Hold
600
– – ﹤0.01% 247
2025
Q1 		$41.4K Hold
600
– – ﹤0.01% 244
2024
Q4 		$36.9K Hold
600
– – ﹤0.01% 262
2024
Q3 		$37.2K Hold
600
– – ﹤0.01% 282
2024
Q2 		$31.8K Hold
600
– – ﹤0.01% 276
2024
Q1 		$32K Hold
600
– – ﹤0.01% 255
2023
Q4 		$30.4K Hold
600
– – ﹤0.01% 254
2023
Q3 		$30.4K Hold
600
– – ﹤0.01% 229
2023
Q2 		$35.7K Hold
600
– – ﹤0.01% 225
2023
Q1 		$37.5K Hold
600
– – ﹤0.01% 220
2022
Q4 		$37.8K Hold
600
– – 0.01% 220
2022
Q3 		$36K Buy
+600
New +$40.4K 0.01% 214

Other funds holding EVRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return